ADVISOR BIO

David Richmond is a financial advisor with Centaurus Financial, Inc. located in San Dimas, CA. David has been in the financial industry since 1993 and has a strong background in financial planning, portfolio management, and investment advice. David Richmond is also a registered representative and is currently registered with the following states: Alaska, California, New Jersey, and Utah.

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ADVISOR BIO

David Meneshian is a financial professional with over 3 years of experience in the industry. David holds the Series 6, Series 63, and SIE licenses and has been registered with Wells Fargo Clearing Services, LLC in California since August 2018. David is a financial advisor at Wells Fargo Clearing Services, LLC located in Los Angeles, CA. David specializes in various financial products and services, including investment management, financial planning, and retirement planning.

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ADVISOR BIO

David Forrest is an investment advisor representative at UBS Financial Services Inc., registered in California, Colorado, and Texas. David has been in the industry since November 1995. David offers portfolio management for individuals and businesses, financial planning and pension consulting. David's experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated from November 1995 to May 2014.

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ADVISOR BIO

David Scott Crow is a registered representative with Edward Jones. David has been working in the securities industry since November 1, 2015. David is licensed to conduct business in Alaska, Arizona, California, Colorado, Florida, Idaho, Nevada, New York, Oregon, Pennsylvania, Rhode Island, South Dakota, Texas, Utah, Virginia, and Washington.

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ADVISOR BIO

David Roger Hirons is a registered representative with Wedbush Securities Inc. and has been in the industry since April 5, 1994. David has experience working with various firms including RBC Capital Markets, LLC, Wells Fargo Advisors, LLC, A.G. Edwards & Sons, Inc., UBS Paine Webber Inc., and Prudential Securities Incorporated. David holds the Series 63, 66, 7, and 31 licenses as well as the SIE. David specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. David is registered in Arizona, California, Colorado, Hawaii, Illinois, Michigan, Minnesota, Missouri, Nevada, New Hampshire, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Washington, and Wisconsin.

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ADVISOR BIO

David Warren Lien is a financial advisor in IRVINE, CA, with over 7 years of experience in the industry. David Lien is registered with Ameritas Advisory Services, LLC, and has been with the firm since November 2021. David Lien is also registered in 7 states including Arizona, California, Massachusetts, North Carolina, Oregon and Virginia. Before joining Ameritas Advisory Services, LLC, David Lien was registered with SECurian Financial Services, INC. and Edward Jones. David Lien offers a variety of financial services, including financial planning, portfolio management, and insurance solutions.

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ADVISOR BIO

David M. Cohen is an investment advisor representative for Wells Fargo Clearing Services, LLC. David has been in the industry since 1983 and is registered with the state of California and Texas. He is a licensed agent for Wells Fargo Advisors LLC. David holds the Series 63, 65, 7 and SIE licenses.

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ADVISOR BIO

David Le is an Investment Advisor Representative associated with Beacon Pointe Advisors, LLC. David is a Certified Financial Planner and holds the Series 65 license. David has been with Beacon Pointe Advisors, LLC since October 2014 and currently works from their Newport Beach, CA office. David has been registered with the state of California since December 2015. Beacon Pointe Advisors, LLC specializes in providing Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. Beacon Pointe Advisors, LLC has a client base of 100 clients with total assets under management of $31,279,960,486.

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ADVISOR BIO

David Arthur Morgan is a financial advisor with LPL Financial LLC. David has been in the financial services industry since 2019. David is registered with FINRA and has passed the Series 6, Series 63, and SIE exams. David is also registered with the state of California. David has previously worked at MML Investors Services, LLC, and NYLIFE Securities LLC. David is a specialist in retirement planning, estate planning, and college savings. David is committed to providing personalized financial advice to help clients reach their financial goals.

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ADVISOR BIO

David Dudley is an investment advisor representative at Ameriprise Financial Services, LLC, with over 18 years of experience in the financial services industry. David is registered in California, Minnesota, and New Hampshire, and is also licensed in Hawaii, Louisiana, Minnesota, and Pennsylvania. David has a wide range of experience in financial planning, portfolio management, and asset allocation services. David is also a co-owner of NAP Partners, LLC.

SPECIALIZATIONS